Society: Global Executive Search

Customer Specialist

• Review new Glass Register accounts and inbound inquiries to verify that organizations are legitimate nonprofit or charitable organizations eligible to use Glass Register
• Maintain complete and accurate customer, verification, task, and follow-up records in Glass Register and the CRM
• Proactively contact qualified organizations by phone, Zoom, and email when they stall after sign-up
• Help organizations complete setup and start fundraising, including Stripe connection, donation forms, and campaigns
• Provide practical support by email, phone, or Zoom, including demos and onboarding sessions
• Respond to inbound questions from prospective and existing customers and resolve routine account, payment, and product questions
• Escalate complex technical issues when needed
• Identify onboarding friction points and recommend improvements to follow-up, guidance, resources, and the self-serve journey
• Share recurring questions, friction points, and fundraising-related feedback with Product, Marketing, and Customer Success teams

Explore Customer Activation Specialist – Temporary Contract at Society: Global Executive Search. Review requirements and application details.